ALPS Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Sell |
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|
2025
Q1 | $780K | Sell |
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|
2024
Q4 | $945K | Sell |
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|
2024
Q3 | $959K | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.3M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $586K | Sell |
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|
2018
Q1 | $494K | Sell |
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|
2017
Q4 | $483K | Hold |
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|
2017
Q3 | $524K | Sell |
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|
2017
Q2 | $535K | Buy |
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|
2017
Q1 | $454K | Sell |
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|
2016
Q4 | $503K | Buy |
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|
2016
Q3 | $466K | Buy |
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